SourcingSourcing

CAMBRIDGE FINANCIAL GROUP, INC.

C47
CRD 112254·SEC 801-26539·COLUMBUS, OH
AUM
$331.3M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$994K
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMBRIDGE FINANCIAL GROUP, INC.
CRD
112254
SEC file #
801-26539
EIN
311164135
DBA names
—

Economics

AUM
$331.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$192.2M → $331.3M▲ +72%
Client mix
Individuals Other241
Individuals High Net Worth65
Pension Profit Sharing Plans7
Charitable Organizations5

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
cfginc.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAUER, GREGORY, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BAUER, GREGORY, JOSEPH
NEWSOME, EARL, VERNON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CFGINC.NET
Rdap Domain Creation Date
2000-05-01T22:16:19Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001334199
Edgar Registered
Yes
Edgar Filing Count
84
Edgar First Filing Date
2005-08-09
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
83
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001334199-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab7
Fidelity6
E*trade4
Morgan Stanley3
Pershing1
Edgar Addresses
Mailing
4100 HORIZONS DRIVESUITE 101COLUMBUS, OH 43220
Business
4100 HORIZONS DRIVESUITE 101COLUMBUS, OH 43220
Edgar EIN
311164135
Edgar Recent Filings
13F-HR2026-05-14 · 0001334199-26-000002
13F-HR2026-02-13 · 0001334199-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-01T22:16:19Z
Rdap Domain Last Changed
2026-05-02T11:02:27Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2251105
Trust Company Affiliate
No

People (4)

4
BAUER, GREGORY, JOSEPH
IAR · Direct Owner · 62.5%
2251105
NEWSOME, EARL, VERNON
IAR · Direct Owner · 62.5%
1209317
ROBERTS, BRUCE, ALLAN
IAR
2345101
BRADLEY JOSEPH BAUER
IAR
6042211